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New Personal Assistant Setup ​

Overview ​

The New Personal Assistant setup interface allows you to create a customized AI-powered assistant by uploading files for analysis. This guide will walk you through the process of setting up your personal assistant.

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Interface Components ​

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Left Panel ​

  • Assistant Name: Enter a unique name for your personal AI assistant. This name will help you easily identify and manage different assistants.
  • Assistant Description: Provide a brief description of the assistant’s purpose, such as its role, use case, or the type of tasks it will handle.
  • System Instructions: Define how the assistant should behave. You can include guidelines, responsibilities, tone of communication, and specific rules the assistant must follow while responding.
  • AI Model: Select the AI model for your assistant. Different models may vary in performance, speed, and cost.
  • Temperature: Adjust the creativity level of the assistant’s responses. Lower values (e.g., 0.2–0.5) → More accurate and consistent responses Higher values (e.g., 0.7–1.0) → More creative and varied responses
  • Upload Files for AI Analysis (required): Upload relevant files such as PDFs, documents, or text files. The assistant will use this data to provide more accurate and context-aware responses.

Right Panel ​

  • File Upload Guidelines

    : This section provides essential information for successful file uploads, including:

    • Supported File Formats: A list of acceptable file types.

    • What to Avoid: Ensure documents are text-based (not image-based) and use OCR for scanned PDFs. Avoid junk characters and keep file sizes reasonable for optimal performance.

    • File Naming: Use only alphanumeric characters and underscores in filenames (e.g., document_name.pdf)

    • Best Practices: Structure text with clear headings and paragraphs, and ensure files are encoded in UTF-8.

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Tips for Uploading Files ​

  • Verify that your file type is supported by checking the Supported File Formats section.
  • Follow the File Naming conventions to avoid issues.
  • Use clear headings and paragraphs in your documents for better analysis.
  • Ensure that text files are encoded in UTF-8 to prevent encoding problems.

Step-by-Step Setup Guide ​

  1. Enter Assistant Name: Input a name for your personal assistant in the provided text field.
  2. Prepare Files: Follow the File Upload Guidelines to prepare your files for upload.
  3. Upload Files: Click the Upload area to select and upload your files.
  4. Save Setup: Once everything is set, hit Save to finalize the setup.

Example Use Case ​

To set up a personal assistant for customer support, you can upload files containing:

  • Product information
  • FAQs
  • Customer interaction scripts

By following the guidelines and best practices outlined in this documentation, you can effectively use AI analysis to create a personalized assistant that meets your specific needs.

Troubleshooting ​

If you encounter any issues during the setup process, refer to the File Upload Guidelines section for troubleshooting tips.

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